The volunteer roles are:  Greeter-Screener/Intake Coordinator, Volunteer Tax Preparer, and Quality Reviewer

 

Greeter/Screener-Intake Coordinator - Greet everyone visiting the site to create a pleasant atmosphere. You screen taxpayers to determine the type of assistance they need and confirm they have the necessary documents to complete their tax returns. Tax law certification is not required for this position.

Tax Preparer - Complete and successfully certify in tax law training, including the use of electronic filing software, to provide free tax return preparation for eligible taxpayers.

 

All the calculations are created in the software. You need to like to meet new people and be able to get the information you need to complete the return. You also need basic computer and typing skills.

Learn to prepare taxes and make a difference in your community at the same time. How can you make a difference?  Volunteer to help your community by preparing taxes free of charge with the Volunteer Income Tax Assistance (VITA.

You will receive training to provide free tax help for low-to-moderate income families who need assistance preparing their tax returns. As a volunteer, you will join the thousands of others who prepare millions of tax returns each year at thousands of tax sites nationwide.

How does this program work? As a committed tax volunteer you'll receive training and then volunteer at a location in your community. Training is offered both online and in the classroom. Tax sites are generally open nights and weekends and the hours are flexible. You will surely find a volunteer site close to you.

Required Training:

You must be certified by the IRS at the Basic or Advanced level to be a Volunteer Tax Preparer. Intake Coordinator/Greeters must take the Volunteer Standards of Conduct Training.

 

How much time am I expected to volunteer?
Volunteer are asked to commit at least ten hours a month for the 3-month tax season (30 hours total, mid-January to mid-April), but most volunteer one or two sessions a week (three to four hours each). You can be flexible and volunteer at different sites as your schedule permits, and sign up for the shifts and locations that are most convenient.